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Shoals Technologies Group
SHLS

Overview Fund Activity

281 hedge funds and large institutions have $3.55B invested in Shoals Technologies Group in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 115 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+60
Holders Change %
+27.15%
% of All Funds
4.53%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
86
Increased
115
Reduced
54
Closed
25
Calls
$14.8M
Puts
$21.9M
Net Calls
-$7.13M
Net Calls Change
+$4.04M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$127M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$65.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$56.2M
4
UBS AM
UBS AM
Illinois
+$50.8M
5
GCM
Ghisallo Capital Management
Massachusetts
+$42.8M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$68.3M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$40.7M
3
William Blair Investment Management
William Blair Investment Management
Illinois
-$36.5M
4
ECP
Electron Capital Partners
New York
-$15.4M
5
DCM
Discovery Capital Management
Connecticut
-$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bell Investment Advisors
California
$3.4K +$987 +40 +41%
LC
252
Lindbrook Capital
California
$3.33K +$518 +21 +18%
IA
253
IFP Advisors
Florida
$3K +$2K +50 +200%
AF
254
Allworth Financial
California
$2.99K +$197 +8 +7%
S
255
SignatureFD
Georgia
$2.69K +$2.69K +109 New
EI
256
Ellevest Inc
New York
$2.47K -$321 -13 -12%
HI
257
Harbour Investments
Wisconsin
$2.47K – – –
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.47K – – –
SWM
259
Spire Wealth Management
Virginia
$2K +$2K +66 New
PPC
260
Park Place Capital
Alabama
$2K +$2K +95 New
Lazard Asset Management
261
Lazard Asset Management
New York
$2K +$2K +115 New
EWA
262
EverSource Wealth Advisors
Alabama
$1.55K – – –
NSIM
263
North Star Investment Management
Illinois
$1.04K – – –
Bessemer Group
264
Bessemer Group
New Jersey
$1K +$1K +41 New
PTC
265
Private Trust Company
Ohio
$1K +$1K +60 New
QCG
266
Quadrant Capital Group
Ohio
$913 – – –
SWM
267
Sanctuary Wealth Management
Idaho
$839 +$839 +34 New
HCP
268
Hexagon Capital Partners
Arkansas
$789 -$1.83K -74 -70%
PA
269
Parallel Advisors
California
$617 – – –
FFA
270
Farther Finance Advisors
California
$617 +$617 +25 New
BAM
271
Belpointe Asset Management
Nevada
$444 +$444 +18 New
AAP
272
Arax Advisory Partners
Colorado
$321 +$321 +13 New
JWA
273
JFS Wealth Advisors
Pennsylvania
$123 +$123 +5 New
SC
274
Schubert & Co
Texas
$99 +$99 +4 New
FGAM
275
Financial Gravity Asset Management
Texas
$53 +$53 +25 New
9 10
11
12 13